$272 Million is the total value of Leonetti & Associates, LLC's 33 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SHYG | New | iShares 0-5 Yr High Yield Corp Bond ETF0-5yr hi yl cp | $11,690,000 | – | 262,410 | +100.0% | 4.30% | – |
NEAR | New | iShares Short Maturity Bond ETFsht mat bd etf | $4,699,000 | – | 94,260 | +100.0% | 1.73% | – |
IGSB | New | iShares Short-Term Corporate Bond ETFsh tr crport etf | $2,426,000 | – | 46,983 | +100.0% | 0.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
iShares Russell 2000 | 23 | Q4 2018 | 18.1% |
iShares Core Total U.S. Bond Market | 23 | Q4 2018 | 10.2% |
SPDR S&P MidCap 400 | 23 | Q4 2018 | 12.5% |
SPDR Technology | 23 | Q4 2018 | 7.3% |
iShares High Yield Corp Bond F | 23 | Q4 2018 | 4.3% |
Vanguard Dividend Appreciation | 23 | Q4 2018 | 2.7% |
iShares S&P 600 Index | 23 | Q4 2018 | 2.9% |
Vanguard Health Care ETF | 23 | Q4 2018 | 1.1% |
iShares S&P Smallcap 600 Growth | 23 | Q4 2018 | 1.0% |
McDonalds Corp | 23 | Q4 2018 | 0.1% |
View Leonetti & Associates, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-02-19 |
13F-HR | 2018-11-15 |
13F-HR | 2018-08-15 |
13F-HR | 2018-05-15 |
13F-HR | 2018-02-15 |
13F-HR | 2017-11-14 |
13F-HR | 2017-08-09 |
13F-HR | 2017-05-04 |
13F-HR | 2017-02-15 |
13F-HR | 2016-11-14 |
View Leonetti & Associates, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.